Estimated Net Worth
  • estimated net worth
    $170 K - $850 K
Salary
  • salary
    Unknown
Employment
  • Started 01/20/2021

Financial Disclosure Details - OGE Form 278e (06/13/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Washington, District of Columbia
Chief of Membership & Policy
1/2021
2
Washington, District of Columbia
Deputy Director, Transition Personnel
1/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
National Community Reinvestment Coalition
Salary
$4,245
2
PT Fund Inc
Salary
$4,689
3
Voya Fixed Account
$1,001 - $15,000
None (or less than $201)
4
Pioneer Bond Fund Class K Shares (PBFKX)
$1,001 - $15,000
None (or less than $201)
5
Vanguard 500 Index Fund Admiral Shares (VFIAX)
$15,001 - $50,000
None (or less than $201)
6
DFA US Sustainability
$1,001 - $15,000
None (or less than $201)
7
Vanguard Windsor II Fund Admiral Shares (VWNAX)
$1,001 - $15,000
None (or less than $201)
8
MFS Growth Fund Class R6
$15,001 - $50,000
None (or less than $201)
9
Eaton Vance Atlanta Capital SMID-Cap Fund Class R Shares (ERSMX)
$1,001 - $15,000
None (or less than $201)
10
DFA US Targeted Value
$1,001 - $15,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
Nothing reported in this section

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank #1 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
U.S. Bank #2 (cash)
$15,001 - $50,000
None (or less than $201)
3
Fidelty Government Cash Reserves
$1,001 - $15,000
None (or less than $201)
4
American Balanced Fund Class F2 Shares (AMBFX)
$1,001 - $15,000
None (or less than $201)
5
American Capital World GR CL F2
$1,001 - $15,000
None (or less than $201)
6
American Fundemental Investors
$1,001 - $15,000
None (or less than $201)
7
American New Perspective CL F2
$1,001 - $15,000
None (or less than $201)
8
American SMALLCAP World Fund, Inc Class F2 Shares (SMCFX)
$1,001 - $15,000
None (or less than $201)
9
Clearbridge Large Cap Growth 1
$1,001 - $15,000
None (or less than $201)
10
Fidelity Advisor International Capital Appreciation Fund Class I Shares (FIDZX)
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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